Ride-hailing and Delivery

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Grab: $1.25bn Convertible Note Seems A Move To Secure Financing For Potential Acquisition
Seeking Alpha· 2025-06-12 11:32
Group 1 - The core viewpoint of the article is that Grab's share price has declined by 6% to approximately $4.68 following the announcement of a proposed offering of convertible notes amounting to $1.25 billion due in 2030, indicating market skepticism regarding this move [1]. Group 2 - The company has been experiencing a share price hovering around $5 prior to the recent decline [1]. - The proposed convertible notes offering is significant, totaling $1.25 billion, which may impact the company's financial structure and investor sentiment [1].
Is It Too Late to Buy Uber?
The Motley Fool· 2025-06-05 15:15
Uber Technologies (UBER 0.37%) has been on an absolute tear. As of June 3, its shares have soared 38% in 2025. That's a tremendous gain during a time when the broader S&P 500 index is up just 2%.If you zoom out, the return is even more eye-popping. In the past two years, this top growth stock has catapulted 109% higher. Strong financial performance is clearly winning over the investment community.Perhaps you've missed the ride thus far. Is it too late for investors to buy Uber? Diversified business modelIt' ...
Top Wall Street analysts favor these stocks for the long haul
CNBC· 2025-05-25 10:38
Core Viewpoint - The rising U.S. budget deficit is impacting investor sentiment, leading to stock sell-offs, which may present buying opportunities for informed investors [1] Group 1: Uber Technologies (UBER) - Uber Technologies is highlighted as a stock pick following its Go-Get 2025 event, where it introduced new products aimed at user attraction [3][4] - Evercore analyst Mark Mahaney reiterated a buy rating on UBER with a price target of $115, noting the launch of Price Lock and Prepaid Pass as significant new offerings [4][5] - Mahaney believes Uber can sustain approximately 30% earnings growth, maintaining its position as one of Evercore's top "Longs" despite a solid year-to-date rally [7] Group 2: CyberArk Software (CYBR) - CyberArk Software reported better-than-expected Q1 2025 results, with subscription annual recurring revenue reaching $1.028 billion [8] - Baird analyst Shrenik Kothari reaffirmed a buy rating on CYBR, raising the price target to $460, citing strong performance across key metrics [9][10] - Kothari noted that CyberArk's identity security platform continues to attract customers, with no impact from macro pressures on deal flow [12] Group 3: Palo Alto Networks (PANW) - Palo Alto Networks delivered market-beating earnings and revenue for Q3 FY25, although its adjusted gross margin fell short of expectations [14] - TD Cowen analyst Shaul Eyal reiterated a buy rating on PANW with a price target of $230, highlighting strong results and significant product revenue growth [15][16] - Eyal expects Palo Alto to remain a market leader in next-gen firewalls and to expand into adjacent security markets, leveraging its large customer base for cross-selling opportunities [18]
Grab: Two Major Catalysts Ahead
Seeking Alpha· 2025-05-16 13:54
Grab (NASDAQ: GRAB ) stock has had a volatile couple of months. Shares fell 40% from their February highs due to mixed Q4 earnings and Trump's Liberation Day. However, as weeks go by and as trade deals begin to form, Grab (along withMy goal is to help you find the companies of tomorrow.I am a long-term growth investor in search of innovative companies that make the world a better place. My investment strategy revolves around finding what I call "divergent stocks" — disruptive companies that have strong fund ...
Uber One Hits 30 Million Subscribers, Drives Delivery Revenues 22% Higher
PYMNTS.com· 2025-05-07 15:41
Highlights Uber’s overall consumer base expanded 14% year over year to 170 million monthly active consumers. Uber’s membership program, Uber One, has reached 30 million subscribers and is highlighted as a significant driver of cross-selling and bookings, especially in the Delivery segment. Despite solid growth figures, shares initially declined due to the market interpreting forward-looking guidance as implying some deceleration in bookings growth. Uber’s membership program continues to drive cr ...